Salesforce Data Hygiene
Project Guide

• Mailing Name – Name used in Orion for reports and official mailings addressed to Primary/Spouse contacts in the HH​
• Mailing Address (Orion) – Sync with Orion and will be used on all reports and official mailings​
• Mailing Address (Plancorp App) – the mailing address syncing to the Plancorp App, which the client sees in their Profile in the app​

• Mailing Name – Name used in Orion for reports and official mailings addressed to the contact​
• Mailing Address (Plancorp App) – the mailing address syncing to the Plancorp App – visible here, but must be edited at Household level.​
• Home Address (Plancorp App) – Syncs to Plancorp App field if this contact is the Plancorp App user/Primary contact of their HH

Go to Accounts:

Go to 'List View' titled '1 - Household Address Review'

Review Your List: To make this simple, your list will only include households where the addresses do not match.​

• Every row contains information where the Address in Orion does not match the original ‘Primary Address’​
• Edit any ‘Mailing Address’ information to be accurate. This will sync to Orion​
• If Household isn't on this list, it means their Mailing Address (Orion) already matches the old Primary Address field and no further review is needed.

• Option 1: Edit ‘Add. Review Status’ for each row individually to ‘Mailing Address Reviewed’​
• Option 2: Select multiple rows through the checkboxes on the left-most column and edit multiple rows at once

• Once an address is marked as ‘Mailing Address Approved’ it will fall off the list.​

REPEAT: Complete these same steps for the following list views that may be relevant for your position.

1. 1 - Household Address Review

2. 2 - Trust/Partnership/LLC Address Review

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Special Teams​

1. 3 - Business Address Review

2. 4 - Institutional Address Review

3. 5 - RPA Address Review

4. 6 - Non-Client Entity Address Review

Does something not look right? If you can't solve a problem by getting in touch with a previous account owner, consultant, or the tech team, use the Data Hygiene Feedback Form to share households with errors, exceptions, or something else with the technology team for further review. 

Be sure to keep track of anything exceptional about the household in the "Exception Explanation" field! If there is an exception, this field SHOULD NOT BE BLANK.

It contains both HOUSEHOLD information and CONTACTS information

1.  Review the Household Info​

• Each Individual Contact in the household has their own row, thus the Household information is duplicated for each row​
• You can directly edit most fields from this view. If not, go to the household itself​
• Editing the value for one row, updates it for the entire household

2. Review the Contact Info

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The contact's name and role will be represented in the "relationship" tab on the household. Accurate data in this field will power you to better understand the relationship tree for any client.

Deceased Spouses -- On the household

 Deceased spouses should NOT be listed here:

Spouse/Partner from the contact information tab within the household feeds into the table here:

To appropriately feed into the relationship view and the table, mark the 'Deceased' box and input the date of death as noted:

Does something not look right? If you can't solve a problem by getting in touch with a previous account owner, consultant, or the tech team, use the Data Hygiene Feedback Form to share households with errors, exceptions, or something else with the technology team for further review.